Bloomberg Surveillance TV: December 2nd, 2025

Bloomberg Surveillance TV: December 2nd, 2025

  • Jim Zelter, President at Apollo Global Management
  • Lindsey Piegza, Chief Economist at Stifel
  • Katy Kaminski, Chief Research Strategist at AlphaSimplex
  • Matt Shay, President of the National Retail Federation

Apollo Global Management President Jim Zelter looks at some of the expectations for the year ahead while highlighting this year’s strengths in the M&A market and the “amazingly resilient” US economy. Lindsey Piegza, Chief Economist at Stifel, shares her expectations for next week’s FOMC meeting and the path ahead for monetary policy into 2026. Katy Kaminski, Chief Research Strategist at AlphaSimplex, discusses how rate cut optimism is carrying over into small and mid-cap stocks. Matt Shay, President of the National Retail Federation, shares his insights into the state of the US consumer with holiday shopping season in full swing.

See omnystudio.com/listener for privacy information.

Episoder(4317)

Emanuel: Fed will be incremental and cautious

Emanuel: Fed will be incremental and cautious

UBS' Julian Emanuel says that the Fed is treading very carefully. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

11 Mar 201612min

Lindsey: Fed has been a part of the ruling class

Lindsey: Fed has been a part of the ruling class

Lindsey Group's Lawrence Lindsey weighs in on his new book "Conspiracies of the Ruling Class: How to Break Their Grip Forever" and his assessment of monetary policy. He speaks on Bloomberg Surveillanc...

11 Mar 201612min

7am-8am ET: Lindsey, Mislinski & Foley

7am-8am ET: Lindsey, Mislinski & Foley

Lindsey Group's Lawrence Lindsey discusses his new book, "Conspiracies of the Ruling Class: How to Break Their Grip Forever" and Advisor Perspectives' Jill Mislinski weighs in on long-term versus shor...

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8am-9am ET: Emanuel, Brown & Baier

8am-9am ET: Emanuel, Brown & Baier

UBS' Julian Emanuel focuses on the Fed. Raymond James' Scott Brown takes the pulse of the U.S. economy. And Fox News' Bret Baier discusses the race to the White House. All this and more on Bloomberg S...

11 Mar 201642min

9am-10am ET: Fels, Wheeler & Juckes

9am-10am ET: Fels, Wheeler & Juckes

As Mario Draghi gives a major news conference, PIMCO's Joachim Fels, Atlantic Equities' Chris Wheeler and Societe Generale's Kit Juckes provide insight on the ECB's easing. They join Tom Keene and Mic...

10 Mar 201642min

Juckes: QE has done a lot for asset prices but not demand

Juckes: QE has done a lot for asset prices but not demand

Societe Generale's Kit Juckes says that quantitative easing hasn't boosted aggregate demand as much as hoped. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener...

10 Mar 201611min

Wheeler: there will be bank consolidation in Europe

Wheeler: there will be bank consolidation in Europe

Atlantic Equities' Chris Wheeler examines the impact of ECB policy on Europe's financial system. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy ...

10 Mar 201611min

Fels: ECB needs to ease more

Fels: ECB needs to ease more

PIMCO's Joachim Fels says that Mario Draghi needs to loosen policy to kickstart Europe's economy. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy...

10 Mar 20168min

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